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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,801 | $154,228+87.9% | $145,433+99.3% | $137,256+111.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.63% | 74.59%-71.0pp | 66.58%-62.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $5,341 | $4,804+11.2% | $4,554+17.3% | $4,156+28.5% |
| Participant deferral / active EE | $3,116 | $8,216-62.1% | $7,897-60.5% | $6,407-51.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |